IJK icon

iShares S&P Mid-Cap 400 Growth ETF

845 hedge funds and large institutions have $5.92B invested in iShares S&P Mid-Cap 400 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 249 increasing their positions, 263 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
845
Holders Change
-48
Holders Change %
-5.38%
% of All Funds
11.48%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
42
Increased
249
Reduced
263
Closed
74
Calls
$83K
Puts
$57K
Net Calls
+$26K
Net Calls Change
-$274K
Name Holding Trade Value Shares
Change
Shares
Change %
NWAG
451
Net Worth Advisory Group
Utah
$453K +$51.5K +618 +13%
SDWMA
452
Schneider Downs Wealth Management Advisors
Pennsylvania
$452K
RSWM
453
Robertson Stephens Wealth Management
California
$450K -$1.58K -19 -0.4%
AFTS
454
American Financial & Tax Strategies
New York
$450K
S
455
Sunpointe
Missouri
$450K
AF
456
Aviso Financial
Ontario, Canada
$449K +$114K +1,365 +34%
6F
457
626 Financial
Michigan
$448K
D
458
Dentgroup
Louisiana
$448K
SWP
459
Sagespring Wealth Partners
Tennessee
$448K -$4.75K -57 -1%
HCMT
460
Highland Capital Management (Tennessee)
Tennessee
$443K -$3.33K -40 -0.7%
CIA
461
Capital Investment Advisors
Georgia
$432K -$51.2K -615 -11%
Betterment LLC
462
Betterment LLC
New York
$430K +$35.3K +424 +9%
ECM
463
Evergreen Capital Management
Washington
$427K -$5.83K -70 -1%
KPWS
464
Kestra Private Wealth Services
Texas
$426K +$6.16K +74 +1%
MFWP
465
Mosaic Family Wealth Partners
Missouri
$421K
HTC
466
Haverford Trust Company
Pennsylvania
$414K
JWCA
467
J.W. Cole Advisors
Florida
$410K -$1.53M -18,382 -79%
MA
468
Mezzasalma Advisors
New Jersey
$408K
PFA
469
Petra Financial Advisors
Colorado
$408K
SFS
470
Sowell Financial Services
Arkansas
$406K +$406K +4,881 New
TF
471
Tompkins Financial
New York
$405K
AFA
472
Allium Financial Advisors
Oregon
$403K +$403K +4,838 New
JCM
473
Jacobi Capital Management
Pennsylvania
$401K
BTWM
474
Brass Tax Wealth Management
Ohio
$398K
MCM
475
MidAtlantic Capital Management
Virginia
$398K -$15.7K -189 -4%